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This guide will walk you through setting up your Trilo workspace and getting your team started. You’ll be up and running in about 10 minutes.

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Step 1: Create Your Account

1

Visit Trilo

Go to app.trilo.chat in your web browser.
2

Sign up

Click Get Started and create your account using:
  • Your email address and a password, or
  • Sign in with Google for quick access
3

Verify your email

If you signed up with email, check your inbox and click the verification link.

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Step 2: Create Your Workspace

After signing in, you’ll be prompted to create your first workspace.
1

Name your workspace

Choose a name that represents your team or organization (e.g., “Acme Inc” or “Marketing Team”).
2

Set your workspace URL

Pick a unique URL for your workspace. This will be used when sharing links and accessing your workspace directly.
3

Add a logo (optional)

Upload your company or team logo to personalize your workspace.
You can always change your workspace name, URL, and logo later in Settings > Workspace.

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Step 3: Invite Your Team

Collaboration is better with your team. Here’s how to invite them:
1

Go to Members

Click on Settings in the sidebar, then select Members.
2

Send invitations

Enter the email addresses of team members you want to invite. They’ll receive an email with a link to join your workspace.
3

Assign roles

Choose whether to invite members as:
  • Admin: Can manage workspace settings and members
  • Member: Can create and edit content
  • Guest: Limited access to specific projects
Invited members can join immediately—no approval needed. They’ll have access to all projects unless you’ve configured specific permissions.

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Step 4: Set Up Your First Project

Projects are where your actual work happens. Let’s create one:
1

Create an Area first

In the sidebar, click the + button next to Areas and name your first area (e.g., “Product Development” or “Client Projects”).
2

Create a Project

Within your new area, click + New Project. Give it a name and optional description.
3

Configure project settings

  • Project Prefix: A short code used for task IDs (e.g., “PROD” makes tasks like PROD-1, PROD-2)
  • Enable AI features: Toggle whether AI coworkers can assist in this project
  • Project visibility: Choose who can see this project

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Step 5: Explore the Features

Now that your workspace is set up, try out the core features:

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Create a Document

1

Go to Resources

In your project, click on Resources in the navigation.
2

Create a new page

Click + New and select Page.
3

Start writing

Use the rich text editor to add content. Try using / commands to add headings, lists, images, and more.

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Add a Task

1

Go to Tasks

Click on Tasks in your project navigation.
2

Create a task

Click + New Task or press T for a quick shortcut.
3

Fill in details

Add a title, description, assign it to a team member, set a due date, and choose a priority.

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Chat with Your Team

1

Open the project channel

Every project has a built-in chat channel. Click on Chat in your project.
2

Send a message

Type your message and press Enter. Use @ to mention team members.
3

Try AI chat

Click on AI Coworkers in the sidebar to start a conversation with an AI assistant.

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Schedule an Event

1

Open Calendar

Click on Calendar in the main navigation.
2

Create an event

Click on a time slot or press + New Event.
3

Add details

Set the title, time, location (physical or virtual), and invite participants.

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What’s Next?

You’ve got the basics down! Here are some next steps to explore:

Knowledge Base

Learn about pages, spreadsheets, and whiteboards.

Task Management

Master task views, filters, and workflows.

AI Coworkers

Discover how AI can boost your productivity.

Team Collaboration

Set up roles and permissions for your team.

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Need Help?

  • In-app support: Click the help icon in the bottom-left corner
  • Community: Join our Discord community to connect with other users
  • Email: Reach out to support@trilo.chat for direct assistance